Our Process
What We Do
We start by engaging in an in-depth discovery conversation to better understand you and your family; what influences your wealth decisions and what matters most to you.
With Borger Griffiths Wealth Management, we believe in taking the time to discover what truly matters to you. You’ll have access to an entire team of TD specialists who will assist in developing a comprehensive wealth plan with financial solutions aligned to meet your goals.
With a deep understanding of your priorities, you will work with our Team and a core group of TD specialists with expertise in investment management, tax-efficient planning, intergenerational wealth transfer, business succession, estate and trust services, philanthropy, charitable giving and more.
With Borger Griffiths Wealth Management, we believe in taking the time to discover what truly matters to you. You’ll have access to an entire team of TD specialists who will assist in developing a comprehensive wealth plan with financial solutions aligned to meet your goals.
With a deep understanding of your priorities, you will work with our Team and a core group of TD specialists with expertise in investment management, tax-efficient planning, intergenerational wealth transfer, business succession, estate and trust services, philanthropy, charitable giving and more.
Our Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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Initial Discovery
Seamless Onboarding
Personalized Strategies
Proactive Reviews
Who we are
With decades of combined experience and a deep knowledge of the challenges that face our clients, we are well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your financial objectives and then develop an investment portfolio to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.
Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.
Our balanced approach includes determining the right mix of growth and guaranteed investments that will help make your vision of success a reality. Throughout, we remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.
Your Unique Goals
Our integrated approach is built on years of experience. We work closely with you to identify your unique goals and lifestyle needs before creating a comprehensive detailed wealth strategy designed to help you achieve your short- and long-term goals as they evolve over time.
